Project Search Dialog Box Advanced Search

The Advanced search in Projects allows you to select comparative operators to further narrow down the number of displayed records. You can save the Advanced search criteria for future use. Two grids display when you select Advanced. The top grid contains the advanced search criteria and the bottom grid contains the search results. The bottom grid only displays when the Show Result List option is selected. Otherwise, the search dialog box only displays an empty box below the search criteria grid.

For more information on search types and options, see Search Overview.

Display Type

This field displays Advanced. You can also select Standard from the drop-down list.

In addition, modifying the display type also changes the interface of this dialog box.

Search

After changing the information on the dialog box, you must click this button to populate the list box of results. The records that Deltek PM Compass displays in a grid depend on the search filters that you define. The columns in the grid vary, depending on the display type that you select.

Searches

This field is optional. It allows you to enter the name of saved search, or it displays your selection after clicking and then selecting a saved search.

Organize

Click this button to display the Organize Options dialog box, which allows you to save your search and give it a name.

Search Criteria Grid

This grid contains the following toolbar and columns:

Grid Toolbar

Field Name	Description
Insert	Click this button to add a filter or criteria line to the grid. The added line displays below the current line, where the control prompt (triangle symbol) displays. Inserting the line rearranges the order of the advanced search. If the grid is empty, only the Insert button is enabled on the grid toolbar.
Copy	Select a criteria line and then click this button to add a new line to the grid. The new line contains exactly the same data as and displays below the original line.
Move Up	Select a criteria line and then click this button to move the line up in the grid. If the selected line is already at the top of the grid, clicking this button does not change anything.
Move Down	Select a criteria line and then click this button to move the line down in the grid. If the selected line is already at the bottom of the grid, clicking this button does not change anything.
Delete	Select a criteria line and then click this button to remove the line from the grid.

Grid Columns

Field Name	Description
Parenthesis ()	Parenthesis control the order in which the advanced criteria lines are executed. The opening parenthesis displays at the beginning of each advanced grid criteria line and the closing parenthesis before the Condition (Cond) column at the far right column of the advanced grid criteria line. For Projects, both columns for the opening and closing parentheses are empty.
Search Field	This column displays the Search by value of the Standard display type. Select a field from the drop-down list, which contains all available fields in the Project table. When creating an advanced search, this column contains a list of fields available to build a filter. The list of fields include special calculated fields but not include UIDs or internal values. If you select a date field, you could pick a date by clicking the calendar icon at the right of a particular cell in the Search List column. If you select a role field, you could use a lookup to search for it based on the search text for existing names in that role. If you select a currency field, you could enter an amount in the corresponding cell of the Search List column. If you enter non-amount value, you could use a lookup as well as enter search text to find records to select from for search list. If there is a user field in the Search Field drop-down list, two related fields display. The first listing contains the field name (like Control account manager); the second listing contains the field name with "name" as part of the listing (like Control account manager name.) If Search Field contains the first value (without "name") the search occurs in the User ID field. If Search Field contains the second value (with "name"), the search occurs in the first name/last name field. This field has the Quick Find functionality. After you enter a character, the Quick Find feature performs a type-ahead search, and locates the record that best matches the characters that you have entered. You can specify either a single character, such as the letter "a", or a string of characters, such as "ab".
Operator	This column displays In List by default. You can also select an operator to use in creating an advanced search. The options in the drop-down list vary by search type. For more information, see Advanced Search Operators.
Search List	This column is empty by default. You can also select a value that you want to compare to the value specified in the Search Field column. Alternatively, you can enter a value manually. The displayed values depends on the value that you select in the Search Field column.
Cond	This column displays And by default. You can also select OR.

PM Compass remembers the last search filters that you use such that when you display this search dialog box again with display type set to Advanced, the default values are replaced by the previous search criteria.

Display Search Text

Select this checkbox to display the coded search (text string) currently in the Search Criteria grid. It displays the coded search on a box below the grid.

If you do not select this checkbox, the box below the Search Criteria grid is initially empty. Clicking Search displays the search results in a grid, replacing the empty box.

The columns in the search results grid vary, depending on the search type that you select. For examples, searching for users displays the First Name, User Name, and User ID columns, and searching for projects displays the Project and Description columns.

Search Results

This grid displays the search results.

When you use the Search dialog box from:

My Schedule Analysis, only projects that are linked to a schedule display.
Enter Schedule Progress, only projects that have schedule as the source system to update display.
Enter Cost Progress, only projects that have cost as the source system to update display.
Schedule Import, you cannot select a project that is linked to Open Plan, Microsoft Project, or Primavera P6.

Field	Description
Project	This column displays the project or contract name.
Description	This column displays the project or contract description.
Project Code <x>	This column displays the number of the project code or codes that has been set up for that particular project.

Show Master Projects

Select this option to limit the Search Results list to master projects. When it is deselected, the Search Results grid only displays regular projects.

This option is not available for all views. It is available for reports that support master projects.

If the current view doesn't support master projects:

And the last project selected in this Search dialog box was a master project, the Search Results grid will be blank.
And you use a saved search that uses a master project, the Search Results grid will be blank.

Total Rows

This field displays the total number of records that are available in the result set of the search.

Show Result List

Select this checkbox to display grid containing the results of the search. When this option is not selected, both the Total Rows field and the grid with results do not display. By default, this checkbox is selected.

Select

Select a record from the grid and click this button to display the corresponding record. You can select multiple records by pressing either the CTRL key or the SHIFT key and then clicking the selected entries. The search dialog box displays the first record that best matches the criteria, following the numerical-alphabetical order for all records.

This button is disabled until you click a record in the grid.

For field searches, selecting a record and clicking Select closes the search dialog box and displays the selected record in the field.
For filter searches that present records for a screen (for example, a workflow search), selecting a record and clicking Select closes the search dialog box and populates the application form with the values of the selected record.
For Dashparts (but not the global filter for Dashboards) and Reports, the label of this button is Apply.

Select All

Click this button to select and display all available records in numerical-alphabetical order.

The Select All button is not available on search dialog boxes where you can only select one record at a time.

Close

Click this button to exit the dialog box.

Help

Click this button to display the help topic of the search dialog box. Clicking this button, however, displays the Standard display type by default.

What do you want to do?

Perform an advanced search

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